Basis Investment Group

What Basis Investment Group does

Basis Investment Group is a privately held commercial real estate investment manager founded in 2009 by Tammy K. Jones and headquartered in New York City. The firm invests and lends across the commercial real estate capital stack through three core businesses: CRE credit (bridge debt, mezzanine, and structured/preferred equity), LP/GP equity, and agency lending via its licensed Fannie Mae DUS and Freddie Mac Optigo subsidiaries. It serves middle-market borrowers, developers, and institutional investors seeking flexible financing and equity capital for stabilized, transitional, and development assets across multifamily, retail, industrial, self-storage, and life sciences.

The firm's product architecture is organized around six offerings: Bridge Loan Program, Structured/Preferred Equity/Mezzanine Investments, GP/LP Equity, Agency Lending (Fannie Mae DUS / Freddie Mac Optigo), CMBS B-Piece Investments, and commingled investment vehicles (BIG Real Estate Fund I, II, and III). Basis holds SEC Registered Investment Adviser status through Basis Management Group, LLC, is a certified Minority and Woman-Owned Business, and is the first African American- and women-owned lender to obtain a Fannie Mae DUS designation. Cumulative closed transactions exceed $9.2 billion across 47 U.S. states, with origination sourced through direct relationship-based sales across offices in New York, Chicago, Dallas, D.C., Tampa, and Irvine, plus Minority Depository Institution (MDI) bank partnerships and GSE program channels.

Revenue is generated through multiple streams: transaction-based origination and servicing fees on bridge and agency loans, spread income and excess returns on CMBS B-Piece investments, fund management fees and carried interest on commingled vehicles (including BIG Real Estate Fund III), and equity participation/promote fees on GP/LP co-investments. In March 2026, Zions Bancorporation agreed to acquire the agency lending business of subsidiary Basis Multifamily Finance I, LLC (pending GSE approval), effectively monetizing that segment while Basis Investment Group continues to operate independently across its remaining debt and equity strategies.

Name

Basis Investment Group

Legal name

Basis Investment Group, LLC

Website

https://basisinvgroup.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Basis Investment Group is a New York-based commercial real estate investment manager founded in 2009 that lends and invests across the CRE capital stack via bridge loans, structured/preferred equity, GP/LP equity, agency lending, and CMBS B-Pieces, serving middle-market borrowers, developers, and institutional investors across the U.S.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Investment Activities (5239)

SIC

Mortgage Bankers & Loan Correspondents (6162), Investors, Nec (6799)

akta.pro primary industry

Real Assets — Real Estate Debt (Whole Loans, Mezzanine, CMBS/CLO) (FSAHAIAB)

akta.pro secondary industries

Balance-Sheet / Portfolio CRE Lending (FSALADAG), Real Estate Funds — Core-Plus (FSANAEAG), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Commercial real estate lending
• Structured equity investments
• Multifamily mortgage financing
• Bridge loan programs
• CMBS B-piece investments

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Debt Investment Returns: Basis generates returns through interest income and fees from bridge loans, mezzanine loans, and structured preferred equity investments in commercial real estate. Revenue is earned through origination fees, servicing fees, and investment returns on the debt instruments.
2. Equity Investment Returns: Returns generated from LP equity, GP equity, and JV equity investments in commercial real estate projects. Revenue comes from equity participation, promote fees, and distributions from investment returns.
3. Agency Lending Revenue: Revenue from originating and servicing multifamily loans under Fannie Mae DUS and Freddie Mac Optigo programs. Income includes origination fees, guaranty fees, and ongoing servicing rights revenue.
4. CMBS B-Piece Investments: Returns from acquiring controlling class and B-Piece investments in CMBS pools. Basis purchases first-loss positions generating spread income and potential excess returns.
5. Fund Management Fees: Management fees and carried interest from managing investment vehicles such as BIG Real Estate Fund III. Baltimore City Fire & Police Employees' Retirement System committed $20 million to BIG Real Estate Fund III.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Basis Investment Group is a commercial and multifamily real estate investment manager that invests and lends across the capital stack of stabilized, transitional, and development CRE assets. The firm originates bridge loans, structured/preferred equity, mezzanine debt, GP/LP equity, and is a licensed Fannie Mae DUS and Freddie Mac Optigo lender for multifamily agency loans. Basis also invests in controlling class and B-piece tranches of CMBS pools and manages commingled real estate funds (BIG Real Estate Fund I, II, III).

Product overview

Basis Investment Group is a full-service commercial and multifamily real estate investment platform that operates as a single integrated architecture with multiple product lines spanning the capital stack. The platform is organized around four core investment strategies—Bridge Loans, Structured/Preferred Equity/Mezzanine, GP/LP Equity, and Agency Lending (Fannie Mae/Freddie Mac)—supplemented by CMBS B-Piece investments. The firm manages commingled funds (BIG Real Estate Fund I, II, and III) that deploy these strategies across stabilized, transitional, and development assets in the US middle market. The platform also offers investor portals through third-party providers Alterdomus and Investor Cafe for fund reporting, and provides live rates through weekly rate sheets sourced from Freddie Mac and Fannie Mae.

Differentiator

Problem solved

Functional benefit

Brands

• BIG Real Estate Fund III: Private equity real estate fund focused on value-added strategy investments.

Products and services

• Bridge Loan Program Short-to-medium-term financing for commercial and multifamily properties, typically used for transitional assets, value-add opportunities, and bridge financing before permanent capital placement. Targeted at CRE property owners, developers, and operators.
• Structured/Preferred Equity/Mezzanine Investments Subordinated debt and equity investments positioned between senior debt and common equity, offering higher returns in exchange for increased risk, used for stabilization and value-creation strategies. Targeted at CRE sponsors and developers seeking flexible capital below senior debt.
• GP/LP Equity Joint venture equity partnerships where Basis participates as either general partner or limited partner, including selective GP co-investment alongside institutional investors. Targeted at CRE owners/developers seeking equity capital partners.
• Agency Lending - Fannie Mae DUS Long-term, fixed-rate multifamily financing via Fannie Mae's Delegated Underwriting and Servicing (DUS) program with delegated underwriting and servicing capabilities. Targeted at multifamily property owners and developers.
• Agency Lending - Freddie Mac Optigo Origination of small-balance and conventional multifamily loans under the Freddie Mac Optigo program. Targeted at multifamily property owners and developers seeking GSE-backed financing.
• CMBS B-Piece Investments Investment in subordinate bond tranches and controlling classes of commercial mortgage-backed securities pools, acquiring first-loss positions alongside leading institutional banks in diversified multi-property CMBS transactions. Targeted at institutional capital seeking CRE structured credit exposure.
• BIG Real Estate Fund III

Quantifiable outcome

• Nearly $9.2 billion in closed transactions
• +2 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and secondary.

• Zions BancorporationcoreStrategic or Co-development Partner · 23 March 2026Zions Bancorporation entered into a definitive agreement to acquire the agency lending business of Basis Multifamily Finance I, LLC, a subsidiary of Basis Investment Group. The transaction grants Zions direct access to Fannie Mae DUS and Freddie Mac Optigo programs for multifamily lending. Basis retains involvement as the transaction is expected to serve as a blueprint for other regional banks seeking to compete with larger national players in the multifamily space. The deal is pending regulatory approval from Fannie Mae and Freddie Mac.
• Freddie MaccoreTechnology or Integration · 1 May 2024Basis is a licensed Optigo lender for Freddie Mac, enabling origination of multifamily loans through the Freddie Mac Optigo program. Basis acquired B-Piece in Freddie Mac CMBS pools.
• Genesis BankcoreChannel Partner/ Reseller/ Distributor · 1 April 2023First-of-its-kind origination partnership with Genesis Bank, a California-chartered commercial bank focused on serving target markets of Los Angeles, Orange, Riverside, and San Bernardino Counties, California. The partnership provides increased access to capital and credit in underserved communities through a Minority Depository Institution (MDI).
• Lafayette SquaresecondaryChannel Partner/ Reseller/ Distributor · 1 April 2023Partnership with Lafayette Square, a Minority Financial Institution, to build partnerships with minority financial institutions across the U.S. and provide increased access to capital and credit.
• First Independence BanksecondaryChannel Partner/ Reseller/ Distributor · 1 March 2023MDI partnership with First Independence Bank, the only African American-owned bank headquartered in Michigan. Partnership aimed at providing increased access to capital and credit in underserved communities.
• Fannie MaecoreTechnology or Integration · 1 November 2022Basis Multifamily Finance awarded Fannie Mae Delegated Underwriting and Servicing (DUS) approval, making Basis the first African American- and women-owned lender to obtain a DUS designation.
• Extra SpacesecondaryChannel Partner/ Reseller/ DistributorExtra Space, a publicly traded self-storage REIT and second largest operator of self-storage facilities in the U.S., serves as third-party property manager for the six-property self-storage portfolio financed by Basis.
• Legacy Pointe PropertiessecondaryChannel Partner/ Reseller/ DistributorNorth Carolina-based commercial real estate developer and operator specializing in Class-A self-storage facilities. Partnered with Basis on $60M bridge loan for six-property portfolio.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Meridian Capital Group: CRE mortgage brokerage arranging financing across multifamily, commercial, and structured debt — comparable to Basis's origination and capital placement capabilities.
• Artemis Real Estate Partners: Middle-market CRE investment manager operating debt, equity, and structured capital strategies — comparable to Basis's middle-market focus and full capital stack approach.
• ACORE Capital: Private CRE debt manager focused on middle-market senior and mezzanine loans — directly comparable to Basis's bridge and structured equity strategies across transitional and value-add assets.
• Square Mile Capital: Middle-market CRE debt and equity manager with bridge, mezzanine, and preferred equity offerings — direct peer to Basis on middle-market structured CRE capital.
• NewPoint Real Estate Capital: Direct CRE mortgage banking peer also operating as a Fannie Mae DUS and Freddie Mac Optigo lender focused on multifamily and middle-market CRE lending — competes with Basis Multifamily Finance for agency loan origination.

Broad incumbents

• PGIM Real Estate: Global CRE investment manager with debt, equity, and securities strategies across the capital stack — comparable to Basis's full-stack CRE platform and commingled fund offerings.
• Starwood Property Trust: Public mortgage REIT originating and acquiring CRE debt including CMBS B-pieces; comparable to Basis's CMBS B-piece and CRE lending strategy, though at much larger scale.
• Berkadia: Joint venture between Berkshire Hathaway and Jefferies offering mortgage banking, investment sales, and servicing across multifamily and CRE — directly comparable to Basis's agency lending and investment sales activities.
• JLL Capital Markets: Real estate capital markets division of Jones Lang LaSalle providing debt placement, equity placement, and investment sales — overlaps with Basis's capital markets brokerage and advisory functions.
• Walker & Dunlop: Largest U.S. Fannie Mae DUS lender and major commercial real estate capital markets provider; competes broadly with Basis across agency lending, bridge debt, and equity placement.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/BasisInvGroup
• LinkedInlinkedin.com/company/1873644
• Instagraminstagram.com/basisinvgroup

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Basis Investment Group